Client Services Rep 1 (FCR Planner) (Financial Close & Review)

Location: Taguig City, Philippines; hybrid work with frequent onsite reporting based on business needs. Must be able to work during US standard business hours and maintain a suitable home workspace for remote shifts.

Company

hirify.global provides clinical research services, commercial insights, and healthcare intelligence for life sciences and healthcare organizations.

What you will do

• Audit and review actual post-meeting financials for Manila Speaker Bureau programs.
• Validate management fees, speaker travel expenses, honoraria, venue charges, and catering costs against approved budgets and calculators.
• Reconcile expenses and attendance data across EFX and Centris, document approved exemptions, and resolve discrepancies.
• Ensure required receipts and supporting documents are uploaded and properly maintained.
• Apply client business and compliance rules, identify risks, and escalate issues that may affect meeting compliance.
• Coordinate with meeting planners, speaker bureau planners, logistics planners, vendors, and other stakeholders to complete reviews and follow-ups.

Requirements

• At least 2 years of customer service or equivalent experience, including experience serving US clients; phone-based customer service experience is required.
• Bachelor’s degree required; relevant audit experience is preferred.
• Proficiency in Microsoft Office, including Word, Excel, PowerPoint, Teams, and Outlook.
• Strong financial calculation, analytical, information-gathering, problem-solving, communication, and multitasking skills.
• Ability to plan and review numerous meetings simultaneously while maintaining close attention to detail and working independently or as part of a fast-paced team.
• Ability to work US standard business hours and report onsite frequently when required.

Nice to have

• Pharmaceutical industry experience.
• Knowledge of SharePoint, Salesforce, Smartsheet, Twilio, CRM systems, and related technologies.
• Familiarity with US cultural norms and practices.

Culture & Benefits

• Work on compliant in-person, hybrid, and virtual meetings for life sciences clients.
• Flexible scheduling and extended hours may be required during peak seasons to meet client needs.
• Remote work requires a suitable home workspace, company-provided dual monitors, and adequate internet speed for calls and assigned tasks.
• Accurate work-hour tracking is required through Sprout and PSA.